U.S. Retail REITs Stock News

Digital Realty Trust (NYSE:DLR) completed a sizable follow on equity offering, issuing new shares to raise fresh capital. The transaction represents a material change to the company’s capital structure and share count. Management has indicated that the proceeds are intended for general corporate purposes, which may include funding projects or managing existing obligations. Digital Realty Trust is a large data center REIT that provides the physical infrastructure supporting cloud services,...

FuboTV (FUBO) is in focus after a major leadership change, with the board appointing former Disney+ president Alisa Bowen as chief executive officer and confirming the resignation of co founder David Gandler from the board. See our latest analysis for FuboTV. Despite the leadership change, FuboTV’s recent trading has been weak. The share price is down 10% over the past week, 21.81% over 90 days, and 70.46% year to date, while the 1 year total shareholder return has declined 76.89%. This...

Yelp (YELP) drew fresh attention after recent trading data showed mixed short term returns, with the stock roughly flat over the past 3 months but down over the past year, prompting closer scrutiny of its fundamentals. See our latest analysis for Yelp. At a share price of $25.81, Yelp’s recent 30 day share price return of 11.73% contrasts with a weaker year to date share price return, while multi year total shareholder returns have also declined. This suggests momentum has softened despite...

In recent weeks, ZEN.COM announced the rollout of Mastercard Click to Pay across 33 markets, VEON Ltd. revealed a collaboration with Mastercard to expand inclusive digital financial services in several emerging economies, and Mastercard launched its Africa Cybersecurity Center of Excellence to bolster cyber resilience across the continent. Together, these moves highlight Mastercard’s push to deepen its role in secure, tokenised online payments while positioning itself as a cyber and digital...

Large U.S. banks sit at the crossroads of many current market stories, from renewed U.S. Iran tensions affecting oil and inflation expectations, to the coming wave of Q2 earnings and fresh CPI data that could influence the Federal Reserve’s next move. For investors watching how higher crude prices, inflation readings and AI driven capital spending might feed through to funding costs, credit demand and market activity, this screener offers a focused way to assess potential risks and areas of...

In June 2026, Joby Aviation, Inc. and Toyota Motor Corporation announced the launch of a joint venture to begin the first phase of their manufacturing alliance, combining Joby’s electric aviation expertise with Toyota’s production systems to lay the groundwork for commercial eVTOL aircraft production. This move gives Joby access to Toyota’s large-scale manufacturing know-how, which could be important for improving productivity, quality and cost as air mobility scales. Next, we’ll examine how...

Upcoming earnings and dividend put Equity Residential in focus Equity Residential (EQR) is drawing fresh attention as investors prepare for its fiscal 2026 Q2 earnings release on July 22 after the close, following a recently declared second quarter dividend. See our latest analysis for Equity Residential. At a share price of $68.69, Equity Residential sits slightly below the most followed fair value narrative of about $71.56, with a 90 day share price return of 13.01% and a 1 year total...

Corpay (CPAY) drew fresh attention after announcing its Cross-Border unit will become the exclusive global foreign exchange partner for Fever, a live entertainment discovery and ticketing platform operating across several major regions. See our latest analysis for Corpay. Corpay's latest client win comes as the stock trades at US$353.64, with a 90 day share price return of 12.21% and a 17.65% share price return year to date. The 5 year total shareholder return of 38.58% suggests steadier...

In recent weeks, the US Postal Inspector General urged the US Postal Service to reconsider or terminate its air cargo contract with United Parcel Service, while UPS committed US$48.00 million to expand temperature-controlled facilities across 27 US locations. Together, regulatory scrutiny of USPS air volumes and UPS's push into temperature-controlled logistics highlight how the company is reassessing its cost base and sector mix. We’ll now examine how the USPS air contract review, alongside...

Associated Banc-Corp (ASB) has appointed Andy Miner as senior director, AI for Corporate & Commercial Banking, placing a single leader in charge of AI strategy, use cases, delivery, adoption, risk and data stewardship. See our latest analysis for Associated Banc-Corp. At a share price of $30.60, Associated Banc-Corp has delivered an 18.79% year to date share price return. Its 1 year total shareholder return of 24.15% and 3 year total shareholder return of 101.55% indicate that momentum has...

Baker Hughes recently announced multiple major awards, including supplying liquefaction equipment and turbine upgrades for Cheniere’s Sabine Pass LNG expansion and a multi-year power generation agreement with Kodiak Gas Services to support up to 1.8 GW of scalable capacity. These wins highlight how Baker Hughes’ gas turbine and digital service technologies are being embedded in both LNG infrastructure and data center-focused power projects, reinforcing its role across global energy and...

Quanta Services (PWR) recently reported a record $48.5b backlog, driven by aging electric grids, new power generation projects, and electricity demand from AI facilities. This has put its contracted work in the spotlight for investors. See our latest analysis for Quanta Services. Despite a slight pullback, with the 1 month share price return down 6.95%, Quanta Services still shows strong momentum, with a year to date share price return of 49.78% and a 5 year total shareholder return of about...

Vita Coco Company (COCO) is back in focus after a series of upbeat analyst updates tied to robust sales trends, including a reported 32.7% sales increase through mid June and stronger earnings expectations. See our latest analysis for Vita Coco Company. Against this backdrop, Vita Coco Company's recent momentum stands out, with a 47.6% 90 day share price return and a 92.7% 1 year total shareholder return, even though the 30 day share price return is down 11.7% from the recent peak. If you are...

XPeng (NYSE:XPEV) has kicked off employee testing of its Robotaxi platform, which connects ride hailing, autonomous dispatch, and passenger journeys into one service and puts the company’s Physical AI ambitions in sharper focus for investors. See our latest analysis for XPeng. Despite the attention on Physical AI and Robotaxis, XPeng’s share price return has fallen 10.1% over the past month and 36.2% year to date, while the 1 year total shareholder return is down 25.1%. This suggests recent...

Why ONEOK Stock Is Back in Focus Recent valuation work highlighting ONEOK (OKE) as relatively attractive compared with both peers and the broader oil and gas sector, along with management’s higher 2026 earnings guidance, has pushed the stock back onto many investors’ watchlists. See our latest analysis for ONEOK. ONEOK’s share price has climbed 21.0% year to date and 5.4% over the past 90 days, while a 122.3% five year total shareholder return points to momentum that helps frame today’s...

Cleveland-Cliffs (CLF) is back in focus after a series of acquisitions, including AK Steel, ArcelorMittal USA, and Stelco. These deals have reshaped the business into a vertically integrated steel producer with expanded shipment capacity. See our latest analysis for Cleveland-Cliffs. At a share price of $9.40, Cleveland-Cliffs has seen its 30-day share price return fall 31.79%, while the year to date share price return is down 30.88% and the 5 year total shareholder return is down 52.83%...

Rising U.S. Treasury yields, a fragile bond market and pressure on housing can all ripple quickly through mortgage real estate investment trusts, and that is where this mREITs screener comes in. When borrowing costs climb and liquidity questions surface, some mortgage REIT stocks may struggle while others might be positioned to manage the cross‑currents. This article focuses on three mREITs from the screener that appear positively exposed to the current news backdrop. It is designed to help...

Altria Group recently released its Q2 2026 earnings on July 30, reporting results that followed a period of analyst expectations for a single-digit profit increase and an estimated earnings per share of US$1.50, reflecting a modest year-over-year gain. Beyond the near-term earnings focus, investor attention continues to center on Altria’s strong cash generation, dividend coverage, and efforts to broaden its portfolio across e-vapor, oral nicotine, and its stake in Anheuser-Busch to support...

Earlier this month, SimpliSafe announced a retail expansion with Walmart in the US, bringing a curated range of its DIY home security products to Walmart.com and select stores, including a Walmart‑exclusive 7‑piece starter system priced at US$199.99 with a month of free professional monitoring. This collaboration extends Walmart’s reach into connected-home security, potentially deepening customer relationships by pairing everyday retail traffic with recurring, app-enabled protection...

NuScale Power (SMR) is back in focus after renewed concerns about continued delays to its first operational power modules, weak near term results, and the lack of binding customer contracts despite regulatory approvals. See our latest analysis for NuScale Power. NuScale Power’s recent setbacks around commercialization timelines and class action lawsuits appear to be weighing on sentiment. The stock’s year to date share price return is down 44.57% and its 1 year total shareholder return is...

Corning (NYSE:GLW) has signed a multibillion dollar supply agreement with Amazon tied to advanced optical fiber products for AI data centers. The company is also partnering with Nvidia to expand US production capacity for these products. The expansion is expected to create 1,000 new jobs in North Carolina and increase domestic manufacturing for AI infrastructure. Corning is moving into the AI data center build out in a much bigger way, with new agreements that put its optical technology...

Life Time Group Holdings (LTH) is drawing attention after opening its tenth California destination in North Orange County and pursuing a seventh planned facility in the Austin metro, extending its footprint in high-traffic fitness markets. See our latest analysis for Life Time Group Holdings. Recent expansion moves appear to sit alongside strong momentum in Life Time Group Holdings’ stock, with a 30-day share price return of 22.09% and a 90-day share price return of 50.68%. The 3-year total...

Earlier this month, Intuit approved a new US$8.00 billion share repurchase authorization and highlighted increased investment in AI-powered and human-assisted financial tools, including its TurboTax Live services. An interesting aspect of this update is Intuit’s push toward a consumption-based model for its AI and expert services, signaling a shift in how customers may pay for and access its platforms. We’ll now examine how Intuit’s expanded buyback plan and AI-focused spending shape the...

LyondellBasell Industries recently announced that its CirculenRevive polymers are being used in an innovative flexible packaging solution for Marabou chocolate bars, developed with Mondelez International, Amcor, Taghleef Industries and others to deliver packaging sourced from 75% recycled content under an ISCC PLUS-certified mass balance approach. This collaboration places LyondellBasell at the center of efforts to turn hard-to-recycle mixed plastic waste into food-grade materials ahead of...